With more than 20 years of experience as an Investment Advisor, Diana provides comprehensive wealth management to high net worth individuals, families and business owners. Diana works closely with her clients to develop a customized investment strategy and helps them develop tax-efficient portfolios. She offers strategic investment advice, estate and retirement planning advice, and is licensed to sell insurance. Diana gives advice and sets overall investment strategies and direction that are unique for each client to ensure they reach their long-term goals and objectives.
Prior to joining Richardson GMP Diana worked at Macquarie Private Wealth, TD Waterhouse Private Investment Advice and National Bank Financial.